|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
3.15B |
| Category: |
Mid-Cap Value |
| Total Expense Ratio: |
1.20% |
|
| PERFORMANCE & RISK | 31-Dec-07
| YTD Return: |
1.65% |
| 5y Avg Return: |
18.27% |
| Rank in Category (ytd): |
295 |
| % Rank in Category (ytd): |
72.84% |
| Beta (3y): |
1.06 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks maximum long-term capital growth. The fund invests primarily in U.S. companies and, under normal market conditions, the fund invests no less than 80% in the common stocks of medium-sized companies with a market cap greater than $1.5 billion and less than three times the weighted average market cap of companies in the Russell Midcap Index. The maximum investment in any single industry is 25% and no more than 5% may be invested in securities of a single issuer. The fund tries to maintain a cash position of no more than 5%. |
|
| Fund Profile |
|
Help
0.23 (1.34%) 
Summary
Add ARTQX to Portfolio 
Download Data
